Nokia sijoituskohteena (Osa 3)

Re: @Mustathmir - kiitos Nokian kasvunäkymiä avaavista postauksista!

https://www.lightreading.com/ai-machine-learning/nokia-suddenly-has-a-growth-story-again-and-it-s-all-about-ai

Nokia - The Finnish vendor is a notable figure in this market for several reasons.First,It is, for a start, one of the world’s largest suppliers of network equipment, rivaled only by Huawei, Ericsson and Cisco. For a few years, it has also lacked an obvious growth story. In 2021, that was supplied by the fixed networks part of the network infrastructure business group, as telcos spent on last-mile fiber to cope with soaring broadband use amid lockdowns. Fixed network sales grew 35%, to nearly €2.4 billion (US$2.5 billion), that year. But for the first nine months of 2024, they fell almost a tenth year-over-year, to €1.6 billion ($1.6 billion), and every other large business group was also in decline.

Second, It could turn out to be a smart move by Pekka Lundmark, Nokia’s CEO, who talked up the AI rationale for the Infinera deal when it was announced last June. “AI is driving significant investments in data centers at the moment and one of the key attractions of this acquisition is that it significantly increases our exposure to data centers,” he said at the timep

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